This guide provides a step-by-step process for integrating your accounting solution with Alaan for simplified bookkeeping.
Step 1: Navigate to the Accounting menu. Choose the desired accounting solution from the provided list. Alaan supports direct API integration with several top accounting solutions in the market:
Xero
Quickbooks
Zoho Books
MS Dynamics 365 Business Central
MS Dynamics 365 Finance and Operations
Oracle Netsuite
Odoo
Zoho Books was selected for the purpose of this article, however other solutions follow similar configuration steps.
Step 2: Grant Alaan the necessary permissions on Zoho Books to access your Accounting configurations (eg. expense accounts, tax codes) and book your transactions.
Step 3: Select which Alaan registered entity you would like to connect with.
Step 4: Import your Tax Codes into Alaan.
Step 5: Import your Expense Accounts into Alaan.
Step 6: To simplify your process, create user-friendly Category Names for your Expense Accounts that your non-Finance team can easily use. In this step, you can also link your Expense Accounts to default Tax Codes for automated classification.
Step 6: Create or select an existing Bank Account to represent the Alaan account in your accounting solution.
Step 7: Click Next Step and voilà, your Accounting Integration is completed 🎉
Vendor Mapping
After configuring the accounting integration, some solutions allow you to import the vendors configured in your solution and map them to transactions during the expense export process.
Step 1: Proceed to Settings and click View Details under Zoho Books.
Step 2: Click on Vendor Mapping.
Our team is working hard to offer integrations with other accounting solutions. In the meantime, share your desired data input format and we will incorporate it in the Downloads section, so you can easily export your expenses to your accounting solution.